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BFLX vs BRTR

iShares Flexible Equity Active ETF vs iShares Total Return Active ETF

BFLX

iShares Flexible Equity Active ETF

Annual cost

0.40%

Fund size

$11M

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

Key differences

BFLX is an equity ETF, while BRTR is a fixed income ETF. BFLX charges 0.40% a year and BRTR 0.38%.

  • BFLX is an equity fund, while BRTR is a fixed income fund. They carry different risk/return profiles.
  • BFLX covers global markets; BRTR covers North America.
  • BRTR is much larger than BFLX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BFLXBRTR
Annual cost (TER)0.40%0.38%
Fund size (AUM)$11M$663M
Since20262023
Dividend yield4.65%
Asset classequityfixed income
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+5.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.63%
Max drawdown-3.87%-5.07%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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